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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
951
Transamerica Financial Advisors
Florida
$1K – – –
AIM
952
Anchor Investment Management
South Carolina
$934 -$21.7K -240 -96%
HWP
953
Highline Wealth Partners
California
$934 – – –
RFG
954
RFP Financial Group
Georgia
$882 – – –
CPG
955
Cornerstone Planning Group
New Jersey
$863 +$815 +9 New
FGAM
956
Financial Gravity Asset Management
Texas
$858 +$91 +1 +13%
VCM
957
Versant Capital Management
Arizona
$654 – – –
BCWM
958
Bartlett & Co Wealth Management
Ohio
$654 +$634 +7 New
CJ
959
Caitlin John
Michigan
$571 -$91 -1 -14%
JFGIW
960
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561 – – –
CAM
961
ClariVest Asset Management
California
$557 – – –
GFPC
962
Global Financial Private Client
Florida
$552 – – –
DWA
963
Delos Wealth Advisors
Texas
$468 +$453 +5 New
TCM
964
TD Capital Management
Tennessee
$467 +$453 +5 New
BFA
965
BBJS Financial Advisors
Washington
$138 – – –
DPIM
966
Duff & Phelps Investment Management
Illinois
– -$190M -2,101,707 Closed
Voloridge Investment Management
967
Voloridge Investment Management
Florida
– -$26M -287,944 Closed
Capital Fund Management (CFM)
968
Capital Fund Management (CFM)
France
– -$15M -165,764 Closed
BA
969
Bridgewater Associates
Connecticut
– -$12.8M -142,217 Closed
BPCE
970
Bank Pictet & Cie (Europe)
Germany
– -$7.05M -78,156 Closed
CCM
971
Cinctive Capital Management
New York
– -$6.07M -67,289 Closed
SDIC
972
South Dakota Investment Council
South Dakota
– -$5.17M -57,289 Closed
Walleye Trading
973
Walleye Trading
New York
– -$2.02M -22,257 Closed
FG
974
Formula Growth
Quebec, Canada
– -$1.95M -21,619 Closed
UOC
975
UBS O'Connor
Illinois
– -$1.36M -15,117 Closed